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Professional Adviser’s Rahul Odedra meets five young gun advisers already making a name for themselves in financial services…
Professional Adviser is proud to announce the shortlists for the adviser categories for the Professional Adviser Awards 2012, which take place next month.
The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.
Other paraplanner articles
Richard Griffith, IFA at Jones Sheridan in Crewe, explains how the paraplanning team allows him to focus on his clients’ needs.
Gregg Crawford, senior financial planner at Informed Financial Planning, explains why the paraplanner role at his firm will continue to evolve as the business develops.
Tracey Evans, associate partner at Ashley Law Crawley, explains why she would be lost without her paraplanner.
This year’s paraplanner of the year award has been launched by The Paraplanner.com, in association with the Institute of Financial Planning (IFP).
This July marks the first anniversary of the Institute of Financial Planning’s (IFP) Certificate in Paraplanning. Maria Merricks talks to CEO Nick Cann about its success so far.
As the Institute of Financial Planning hosted its first ever Paraplanner conference this week, Rahul Odedra took a closer look at how the adviser/paraplanner relationship works at IFA Informed Choice...
Many adviser firms who use paraplanners couldn’t put a price on their worth. For many they are priceless.
The level of hourly fees charged by advisers for their paraplanners varies widely from zero to £185, according to research by threesixty.
Michael Wright, head of fixed income at LV Asset Management, explains how bond yield curves operate.
Well-publicised problems facing the banking sector and BP have deprived UK equity income managers of some traditional big dividend payers.
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